John Bland, financial advisor Durham NC
58 score

John Bland

CRD Number: 4455075
Current Firm: Diversified Investment Services LLC

John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Blackridge Asset Management LLC Williamsville, NY May 2017 - Current < 1
Diversified Investment Services LLC Durham, NC Apr 2008 - Current 9
Commonwealth Financial Network Wealtham, MA Jan 2014 - May 2017 3
Summit Brokerage Services Inc. Durham, NC Sep 2009 - Jan 2014 4
Summit Financial Group Durham, NC Sep 2009 - Jan 2014 4
Linsco Private Ledger Boston, MA Apr 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John C. Bland
Phone Number: 919-382-3366
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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